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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $411,932 | $105,145+291.8% | $94,664+335.2% | $139,466+195.4% |
| Participation rate | 95.8% | 82.4%+13.5pp | 80.8%+15.0pp | 80.3%+15.5pp |
| Annual return | 0.71% | 38.09%-37.4pp | 156.84%-156.1pp | 373.66%-373.0pp |
| Employer contribution / active EE | $26,065 | $4,107+534.6% | $3,673+609.6% | $4,754+448.3% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |